Geneos Wealth Management’s CRISPR Therapeutics CRSP Stock Holding History

Bought
Maintained
Sold
Quarter Market Value Status Shares Shares
Change %
Capital Flow Portfolio Weight Portfolio Position
2025
Q2
$20.2K Sell
415
-405
-49% -$19.7K ﹤0.01% 2028
2025
Q1
$27.9K Buy
820
+415
+102% +$14.1K ﹤0.01% 2187
2024
Q4
$15.9K Sell
405
-100
-20% -$3.94K ﹤0.01% 1837
2024
Q3
$23.7K Sell
505
-375
-43% -$17.6K ﹤0.01% 1501
2024
Q2
$47.5K Buy
880
+9
+1% +$486 ﹤0.01% 1089
2024
Q1
$59.4K Buy
871
+311
+56% +$21.2K ﹤0.01% 1011
2023
Q4
$35.1K Hold
560
﹤0.01% 1178
2023
Q3
$25.4K Sell
560
-1
-0.2% -$45 ﹤0.01% 1291
2023
Q2
$31.5K Buy
561
+355
+172% +$19.9K ﹤0.01% 1231
2023
Q1
$9.32K Hold
206
﹤0.01% 1573
2022
Q4
$8.37K Sell
206
-335
-62% -$13.6K ﹤0.01% 1579
2022
Q3
$35K Sell
541
-590
-52% -$38.2K ﹤0.01% 1142
2022
Q2
$72K Sell
1,131
-7
-0.6% -$446 ﹤0.01% 1128
2022
Q1
$71K Sell
1,138
-644
-36% -$40.2K ﹤0.01% 1219
2021
Q4
$135K Buy
1,782
+15
+0.8% +$1.14K 0.01% 1057
2021
Q3
$196K Buy
1,767
+1
+0.1% +$111 0.01% 865
2021
Q2
$275K Buy
1,766
+65
+4% +$10.1K 0.01% 725
2021
Q1
$223K Hold
1,701
0.01% 920
2020
Q4
$194K Buy
1,701
+580
+52% +$66.1K 0.01% 836
2020
Q3
$94K Hold
1,121
﹤0.01% 963
2020
Q2
$82K Buy
1,121
+400
+55% +$29.3K ﹤0.01% 1006
2020
Q1
$30K Sell
721
-400
-36% -$16.6K ﹤0.01% 1335
2019
Q4
$73K Buy
1,121
+100
+10% +$6.51K ﹤0.01% 1069
2019
Q3
$43K Hold
1,021
﹤0.01% 1259
2019
Q2
$48K Hold
1,021
﹤0.01% 1209
2019
Q1
$36K Hold
1,021
﹤0.01% 1296
2018
Q4
$27K Buy
1,021
+821
+411% +$21.7K ﹤0.01% 1367
2018
Q3
$8K Buy
+200
New +$8K ﹤0.01% 1909
2018
Q2
Sell
-548
Closed -$25K 2265
2018
Q1
$25K Buy
+548
New +$25K ﹤0.01% 1293